This company produces paper towels and other paper products. The rising cost for pulp has hurt their bottom line. China is buying more pure pulp fibre and this is hurting their business. Yield 7.4%. (Analysts’ price target is $11.00)

This company produces paper towels and other paper products. The rising cost for pulp has hurt their bottom line. China is buying more pure pulp fibre and this is hurting their business. Yield 7.4%. (Analysts’ price target is $11.00)

Consumer staples. He was taking a look at it when it pulled back He stayed away because the chart is telling him there is no clarity on share price given that input costs are on the rise. It is too early to buy.

Consumer staples. He was taking a look at it when it pulled back He stayed away because the chart is telling him there is no clarity on share price given that input costs are on the rise. It is too early to buy.

The tissue space in general is struggling with pricing, probably as a result of over pricing in North America. Having a pure play in this area is not something you would want to do. Expects it will be challenged for the next couple of quarters. Prefers Cascades (CAS-T), which has an offset with container board/cardboard packaging.

The tissue space in general is struggling with pricing, probably as a result of over pricing in North America. Having a pure play in this area is not something you would want to do. Expects it will be challenged for the next couple of quarters. Prefers Cascades (CAS-T), which has an offset with container board/cardboard packaging.

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

As a hold for the next 5 years?On a total return basis, this is not as terrible as the stock price suggests. It has underperformed. There has always been something that pops up to hurt them over the past few years. It looks like pulp prices continue to go higher, so he doesn’t expect the best quarter in Q3. However, they have pricing power because their branded tissue toilet paper has been able to pass those price increases on to customers. He likes this for the 4.7% dividend. They have ambitious growth plans.

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

There are some certainties in life, and one of them is toilet paper. They are going to commission a new machine at their plant in Memphis Tennessee, which will increase output. It’s a competitive business. They do private label branding for the big box stores. Thinks earnings will come up and distribution will come up. Dividend yield of 4.8%.

Trading like it is a private label company, which is not the case, because they have significant branded products they sell in Canada. The previous quarter they had was pretty good, and have announced that they are raising prices. They are looking to add another private label machine and has also started another private label machine in Québec, which should improve margins. The knock against the company is that it is always next year’s story. 5% dividend yield.

Trading like it is a private label company, which is not the case, because they have significant branded products they sell in Canada. The previous quarter they had was pretty good, and have announced that they are raising prices. They are looking to add another private label machine and has also started another private label machine in Québec, which should improve margins. The knock against the company is that it is always next year’s story. 5% dividend yield.

The largest branded tissue manufacturer in Canada. Also, sells private label in the US. Trying to increase its private label exposure in the US and hopes to launch another tissue plant. These are all going to take time, money and effort. In the meantime, the stock has done absolutely nothing. On the flipside, you have a terrific dividend of almost 5%. They are investing for the future, which is not a bad thing. You are going to have to be patient. It is cheap on a valuation standpoint, but does have more debt than he would like.

The largest branded tissue manufacturer in Canada. Also, sells private label in the US. Trying to increase its private label exposure in the US and hopes to launch another tissue plant. These are all going to take time, money and effort. In the meantime, the stock has done absolutely nothing. On the flipside, you have a terrific dividend of almost 5%. They are investing for the future, which is not a bad thing. You are going to have to be patient. It is cheap on a valuation standpoint, but does have more debt than he would like.

He has been continuing to buy this for new and existing customers. He has now reached the limit of his weighting. Only 15% of the company’s stock has been sold to shareholders. This is a well run product with very strong pricing power and a nice dividend. They are working through a lot of projects including one to get more sales to offices.

He has been continuing to buy this for new and existing customers. He has now reached the limit of his weighting. Only 15% of the company’s stock has been sold to shareholders. This is a well run product with very strong pricing power and a nice dividend. They are working through a lot of projects including one to get more sales to offices.

Produces personal paper products. A consumers staples name, so a bit on the premium valuation side, but deservedly so, because in a recessionary environment, people look at these types of stocks. Dividend yield of about 5%. He probably wouldn’t own this for anything other than the dividend. Growth is pretty slow.

Produces personal paper products. A consumers staples name, so a bit on the premium valuation side, but deservedly so, because in a recessionary environment, people look at these types of stocks. Dividend yield of about 5%. He probably wouldn’t own this for anything other than the dividend. Growth is pretty slow.

This has branded tissue and toilet paper in Canada, and manufacture a private label in the US. A wonderful business. Last quarter was very good. They’ve finally been benefiting from raising prices, and pulp prices have held tight.

This has branded tissue and toilet paper in Canada, and manufacture a private label in the US. A wonderful business. Last quarter was very good. They’ve finally been benefiting from raising prices, and pulp prices have held tight.

Finally having a good year. It has been doing fine over time. Things that were headwinds for them are finally going to become tailwinds. The Cdn$ seems to have stabilized. They’ve been able to raise prices on their branded tissue and toilet paper. They are the #1 brand for toilet and tissue paper in Canada. Also sells private label tissue paper into the US through Walmart. The good news is that their private label manufacturing facility is sold out. They are planning to build a new facility, and if they do, they may have to do an equity and debt raise. If that goes through, it may increase the float and make the stock more attractive for institutional investors. Thinks it is worth $20 today and $22 if they get the go-ahead on the new facility.

Finally having a good year. It has been doing fine over time. Things that were headwinds for them are finally going to become tailwinds. The Cdn$ seems to have stabilized. They’ve been able to raise prices on their branded tissue and toilet paper. They are the #1 brand for toilet and tissue paper in Canada. Also sells private label tissue paper into the US through Walmart. The good news is that their private label manufacturing facility is sold out. They are planning to build a new facility, and if they do, they may have to do an equity and debt raise. If that goes through, it may increase the float and make the stock more attractive for institutional investors. Thinks it is worth $20 today and $22 if they get the go-ahead on the new facility.

This has underperformed. The biggest branded tissue and toilet paper in Canada. It got hurt by the rise in the US$, which hurt earnings, as well as the rise in commodity prices. Those things have turned around, and the company had a monster of a quarter, but the stock didn’t react as well today as he would have thought. He thinks FV is $16 a share. Pays a fantastic dividend. Smart management which is working on growing the business. Dividend yield of 5%+.

This has underperformed. The biggest branded tissue and toilet paper in Canada. It got hurt by the rise in the US$, which hurt earnings, as well as the rise in commodity prices. Those things have turned around, and the company had a monster of a quarter, but the stock didn’t react as well today as he would have thought. He thinks FV is $16 a share. Pays a fantastic dividend. Smart management which is working on growing the business. Dividend yield of 5%+.

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